Creating & Managing Projects
Create a new project in CxPlanner
Overview Creating a new project lets you manage checklists, planning, and documentation in a structured environment. You can start from scratch or clone an existing template to reuse structure and settings. || Only users with the Company Admin or Manager role can create new projects. When and why to use this Creating a new project is typically your first step when onboarding a new job into CxPlanner. Whether it’s a new building, commissioning process, or facility handover, each prSome readersDelete or Archive a Project
Overview How do I permanently delete or temporarily archive a project in CxPlanner? If you no longer need a project in CxPlanner, you can either delete it permanently or archive it temporarily by changing the project status to Closed. Deleting a project is irreversible, so we recommend closing the project if you think you might need it again later. || Only users with the project role Admin can delete or close a project ||| Note - if you delete a project, it will be permanentlySome readersChange the project name
Overview Sometimes a project name needs to be updated—for instance, due to naming conventions, corrections, or internal client references. In CxPlanner, changing a project’s name is simple and quick. || Only users with the project role Manager or Admin can change the project name. Guide - How to change to project name In the sidebar, click on Project Settings Navigate to the Project Data module Scroll down to find the Project Name field and click the **penFew readersEdit the project settings
Overview Project settings allow you to control key information like the project name and status. This is helpful when you need to reflect changes during the commissioning process or align the project details with internal workflows. || Only users with the project role Manager or Admin can edit project settings. Some settings may be restricted to Admin only. When and why to use this Editing project settings is useful when you need to update core information about a project,Some readersAdd custom project tags for better search and organization
Overview How do I organize and search my projects using tags? With Project Tags in CxPlanner, you can organize projects using your own identifiers—such as PO numbers, client names, or location codes. These tags are visible on the project list and make it easy to search and filter. || Anyone with access to a project can view and use project tags. || Only users with project role Manager and Admin can edit project tags. When and why to use this Use project tags to sFew readers
Users & Access Levels
Add users to a project
Overview How do I add a user to my project in CxPlanner? Each person working on a project must be assigned a Project Role, which defines their permissions and what they can do. You can either invite a new user or add someone who already exists in your company’s CxPlanner environment. || Only users with the project role Administrator or Manager can add users to a project. Company admins can however always grant themselves access to projects within their company they aren't invitSome readersResend a user invitation email
Overview If an internal or external user hasn’t received their invitation email, you can resend it directly from the user management area. This is useful if the email was blocked, sent to spam, or entered with a typo. || Only users with company role Admin or project role Admin can resend user invitations. When and why to use this Resending an invitation ensures the user can access CxPlanner if the original invite was missed or failed. Use this if a user reports they haven’tFew readersManage user-group permissions on a project
Overview How do I manage access settings for different groups of users in a project? User-groups allow you to control access and visibility for multiple users—across different companies—within a single project. Instead of managing user access individually, you can assign users to a group and apply shared permissions. || Only users with the project role Manager or higher can perform this action. When and why to use this Use User-groups to simplify access control for conPopularAllow External Users to Request Adding Team Members to a Project
Overview How can external users or users with limited roles invite their own team members to a project? In CxPlanner, users with sufficient permissions can always add new users directly to a project. However, you can also allow external users or users with a lesser project role to request adding additional team members. These requests must be approved by a Project Manager or Admin before the users are added. || Only users with the project role Manager or Admin can approFew readersDescription of project roles for users
Overview How do I know what each project role can do in CxPlanner? The project roles feature in the Project Management module defines what each user can see and do within a specific project - including tasks, settings, the asset module, and file access - which is used to ensure every team member has exactly the right level of access for their responsibilities. This guide covers all six project roles and their access levels. Project roles are separate from company roles - for company-levelSome readers
Project Actions
Add a floorplan to your project
Overview How do I add and manage floorplans in CxPlanner? The floorplan feature in the Files and Floorplan & Arrangements modules allows you to upload PDF floorplans, convert them for project use, and visually place, filter, and track assets, tasks, and QA/QC items directly on the plan, which is used for physical-location-based tracking on multi-zone construction and commissioning sites. This guide covers uploading a floorplan, converting it for project use, viewing it through the tabs anSome readersAdd a project logo
Overview In CxPlanner, you can upload a project-specific logo that will appear on all reports generated for that project. This allows you to include the client's logo alongside your company logo for a more professional and branded output. || Only users with the project role Admin or Manager can upload or change the project logo. When and why to use this Adding a project logo ensures consistent branding across all reports related to a specific project. This is especially useFew readersTransfer project ownership to another user
Overview How do I transfer ownership of a project to someone else? If you're no longer responsible for a project, you can easily hand over the ownership to another team member. This gives them full administrative control over the project, including the ability to manage settings and users. || Only users with the project role Admin can transfer ownership of a project. When and why to use this Transferring ownership is useful when the current project administrator is stepping awaySome readersTrack project changes with the Audit Log
Overview How do I track changes made in my project? The Audit Log in CxPlanner gives you a clear overview of all important activity in your project. It helps you understand who made changes, what was changed, and when it happened, ensuring transparency and control across your workflow. || Only users with the project role Admin can access the Audit Log. || Audit Log history is a Enterprise-feature and is therefore limited to the last 3 months on a standard licens. If you want uFew readersAdd or change a project picture/photo
Overview How do I add or change a project picture so the project is easier to recognize? A project frontpage picture helps users quickly identify the correct project across the platform. In environments where multiple projects are active at the same time, a visual identifier makes it faster to navigate and reduces the risk of selecting the wrong project. The image is displayed in project frontpage-related views within the portfolio, providing a clear visual reference when browsing and manaFew readers
Advance Project Areas
Use the Portfolio page to track multiple projects
Overview How do I enable the Portfolio page and choose which projects to display? The Portfolio page in CxPlanner allows you to monitor multiple projects in one place using analytics, charts, and AI insights. The feature must first be enabled at the company level, after which users can select which projects to track. || Only users with the required company permissions can enable this feature. All users can access the page once it is enabled. When and why to use this Use the PortfolFew readersProject Folder (Master project)
Project Folder A Project Folder allows you to group related projects under one container to gain a consolidated overview of schedules and tasks across them. || Only users with the Project Admin role or higher can create and manage project folders. When and why to use this Use a Project Folder to consolidate data from multiple related projects and manage them collectively. Use when handling multiple related projects that require a shared overview. Provides a combined *PopularSandbox - project
Overview A sandbox project is a safe environment within CxPlanner where you can test features, simulate workflows, or onboard new team members without affecting live data. It's designed to be completely risk-free and ideal for experimenting with settings and processes. || All users can create a sandbox project if they have access to create new projects. When and why to use this Want to try out something without risking your live project? Use the sandbox. A sandbox project is iFew readers